CIK: 0001745796
申告総資産額
$6.5億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials INC | 株式-IT | 5.66% | +0.49% | — | |
| 2 | CIEN | Ciena CORP | 株式-IT | 4.83% | +0.31% | +0.19% | |
| 3 | JBL | Jabil INC | 株式-IT | 3.96% | -0.08% | +0.52% | |
| 4 | LITE | Lumentum Holdings INC | 株式-IT | 3.43% | +0.29% | — | |
| 5 | FSLR | First Solar INC | 株式-IT | 3.38% | -0.15% | -14.47% | |
| 6 | MSI | Motorola Solutions INC | 株式-IT | 3.20% | +0.55% | — | |
| 7 | COHR | Coherent Corp. | 株式-IT | 3.16% | — | +0.33% | |
| 8 | BBY | Best Buy Co INC | 株式-一般消費財 | 2.81% | — | +17.05% | |
| 9 | DHI | Dr Horton INC | 株式-一般消費財 | 2.81% | — | +9.83% | |
| 10 | QCOM | Qualcomm INC | 株式-IT | 2.79% | -0.64% | +108.47% | |
| 11 | SGI | Somnigroup International INC | 株式-一般消費財 | 2.67% | -0.68% | +0.31% | |
| 12 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 2.64% | — | — | |
| 13 | ELV | Elevance Health INC | 株式-ヘルスケア | 2.57% | -0.06% | — | |
| 14 | EA | Electronic Arts INC | 株式-通信サービス | 2.42% | -1.22% | — | |
| 15 | HPQ | Hp INC | 株式-IT | 2.40% | +0.78% | +0.40% | |
| 16 | FDX | Fedex CORP | 株式-資本財 | 2.29% | -0.28% | +9.26% | |
| 17 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 2.25% | — | — | |
| 18 | WOO | Foot Locker INC | 株式-その他 | 2.21% | — | +20.18% | |
| 19 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 2.16% | — | +1.20% | |
| 20 | ITRI | Itron INC | 株式-IT | 2.08% | — | +40.54% | |
| 21 | RH | Rh | 株式-一般消費財 | 2.03% | — | — | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.00% | +0.15% | -18.93% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 1.89% | -0.33% | — | |
| 24 | AAPL | Apple INC | 株式-IT | 1.86% | +0.14% | — | |
| 25 | FBIN | Fortune Brands Innovations I | 株式-資本財 | 1.82% | -0.16% | — | |
| 26 | EBAY | Ebay INC | 株式-一般消費財 | 1.80% | — | +0.68% | |
| 27 | SKAA | Skechers USA Inc-cl A | 株式-その他 | 1.75% | — | +0.43% | |
| 28 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.75% | — | — | |
| 29 | TXN | Texas Instruments INC | 株式-IT | 1.73% | +0.23% | — | |
| 30 | AMGN | Amgen INC | 株式-ヘルスケア | 1.70% | — | — | |
| 31 | EAT | Brinker International INC | 株式-一般消費財 | 1.68% | -0.02% | +22.01% | |
| 32 | BIIB | Biogen INC | 株式-ヘルスケア | 1.67% | +0.04% | — | |
| 33 | MLKN | Millerknoll INC | 株式-その他 | 1.61% | — | +0.41% | |
| 34 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.53% | — | — | |
| 35 | SEDG | Solaredge Technologies INC | 株式-IT | 1.41% | — | — | |
| 36 | AEO | American Eagle Outfitters | 株式-一般消費財 | 1.39% | — | -41.68% | |
| 37 | CERNCHF | Cerner CORP | 株式-その他 | 1.38% | — | — | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.37% | — | — | |
| 39 | NLSUSD | Bowflex INC | 株式-その他 | 1.36% | — | +50.91% | |
| 40 | NVDA | Nvidia CORP | 株式-IT | 1.35% | +0.08% | +311.11% | |
| 41 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 1.30% | — | +0.59% | |
| 42 | CTXSEUR | Citrix Systems INC | 株式-その他 | 1.22% | — | — | |
| 43 | WTS | Watts Water Technologies-a | 株式-資本財 | 1.07% | +0.33% | -12.20% | |
| 44 | TPR | Tapestry INC | 株式-一般消費財 | 0.96% | +0.04% | +0.68% | |
| 45 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.95% | -0.49% | — | |
| 46 | TPICQ | Tpi Composites INC | 株式-その他 | 0.58% | — | — | |
| 47 | URBN | Urban Outfitters INC | 株式-一般消費財 | 0.36% | — | -53.64% | |
| 48 | ZYMEUSD | Zymeworks INC | 株式-その他 | 0.32% | — | +8.62% | |
| 49 | NOVT | Novanta INC | 株式-その他 | 0.25% | — | — | |
| 50 | FNKO | Funko Inc-class A | 株式-その他 | 0.19% | — | — |